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MRSH

Marsh

1,572 hedge funds and large institutions have $87.2B invested in Marsh in 2025 Q3 according to their latest regulatory filings, with 147 funds opening new positions, 559 increasing their positions, 607 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $125M | Put options by funds: $113M

5% less first-time investments, than exits

New positions opened: 147 | Existing positions closed: 154

8% less repeat investments, than reductions

Existing positions increased: 559 | Existing positions reduced: 607

2% less funds holding

Funds holding: 1,6061,572 (-34)

2.83% less ownership

Funds ownership: 90.81%87.98% (-2.8%)

10% less capital invested

Capital invested by funds: $97.1B → $87.2B (-$9.93B)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
1,572
Holders Change
-34
Holders Change %
-2.12%
% of All Funds
20.63%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.22%
New
147
Increased
559
Reduced
607
Closed
154
Calls
$125M
Puts
$113M
Net Calls
+$12M
Net Calls Change
-$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
551
Landscape Capital Management
New Jersey
$2.75M +$1.69M +8,203 +150%
MMA
552
Miracle Mile Advisors
California
$2.75M +$45K +219 +2%
CI Investments Inc
553
CI Investments Inc
Ontario, Canada
$2.73M -$7.96M -38,682 -74%
STA
554
Summit Trail Advisors
New York
$2.71M +$614K +2,987 +28%
BIP
555
Bouvel Investment Partners
Pennsylvania
$2.71M -$44K -214 -2%
PWM
556
Perigon Wealth Management
California
$2.7M -$402K -1,957 -13%
UCFA
557
United Capital Financial Advisors
Texas
$2.69M -$153K -745 -5%
T. Rowe Price Investment Management
558
T. Rowe Price Investment Management
Maryland
$2.69M -$59.3M -288,545 -96%
VRM
559
Vectors Research Management
New York
$2.67M +$33.5K +163 +1%
MSA
560
MUFG Securities Americas
New York
$2.67M +$481K +2,337 +21%
BDLIB
561
Banque de Luxembourg Investments (BLI)
Luxembourg
$2.64M -$658K -3,200 -20%
KRSITF
562
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.62M -$87.4K -425 -3%
CL
563
Choreo LLC
Illinois
$2.59M -$385K -1,872 -13%
CCM
564
Coldstream Capital Management
Washington
$2.59M -$155K -755 -6%
KB
565
Kimelman & Baird
New York
$2.58M
Nomura Holdings
566
Nomura Holdings
Japan
$2.55M +$2.04M +9,908 +362%
PFS
567
Prospera Financial Services
Texas
$2.53M +$900K +4,377 +54%
RWA
568
River Wealth Advisors
Pennsylvania
$2.5M -$35.6K -173 -1%
SDIC
569
South Dakota Investment Council
South Dakota
$2.49M -$473K -2,300 -16%
MNBTD
570
Moody National Bank Trust Division
Texas
$2.46M +$16K +78 +0.6%
SCM
571
Shelton Capital Management
Colorado
$2.46M +$1.17M +5,697 +88%
BHC
572
Bowen Hanes & Co
Florida
$2.45M -$25.4M -123,340 -91%
BJL
573
Brighton Jones LLC
Washington
$2.44M +$396K +1,925 +19%
DGM
574
Delta Global Management
New York
$2.44M +$2.49M +12,111 New
RT
575
Rockland Trust
Massachusetts
$2.43M +$2.21M +10,734 +802%

MRSH Hedge Fund Activity: Q3 2025 in Review

1,572 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Marsh (MRSH) for Q3 2025, worth a combined $87.2B — down 10% from $97.1B a quarter earlier.

Sellers outnumbered buyers: 154 funds closed out of MRSH and 147 opened new positions — a net loss of 7 holders — while 607 trimmed existing stakes and 559 added.

The largest buyer was ClearBridge Investments, adding an estimated $402M. The largest seller was Fidelity Investments, cutting an estimated $737M.

  • 1,572 institutional investors held Marsh (MRSH) as of Q3 2025, down from 1,606 in Q2 2025.
  • Funds reported $87.2B of Marsh stock for Q3 2025, down 10% quarter-over-quarter.
  • 147 funds opened new Marsh positions in Q3 2025 and 154 closed out, a net change of -7 holders.
  • The largest Marsh buyer in Q3 2025 was ClearBridge Investments, an estimated $402M added.
  • The largest Marsh seller in Q3 2025 was Fidelity Investments, an estimated $737M sold.

Based on aggregated 13F filings for Q3 2025.